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Vanguard Charlotte Fds intl bd idx etf shares owned by Burt Wealth Advisors

Quarter-by-quarter ownership of Vanguard Charlotte Fds intl bd idx etf (BNDX) shares owned by Burt Wealth Advisors from 13F filings

Historical chart of Burt Wealth Advisors investment in Vanguard Charlotte Fds intl bd idx etf

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All positions including Vanguard Charlotte Fds intl bd idx etf held by Burt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Charlotte Fds intl bd idx etf by Burt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $440k 8.7k 50.28
2024-06-30 $428k 8.8k 48.67
2024-03-31 $435k 8.8k 49.19
2023-12-31 $434k 8.8k 49.37
2023-09-30 $404k 8.4k 47.83
2023-06-30 $397k 8.1k 48.88
2023-03-31 $397k 8.1k 48.92
2022-12-31 $440k 9.3k 47.43
2022-09-30 $419k 8.8k 47.78
2022-06-30 $461k 9.3k 49.57
2022-03-31 $498k 9.5k 52.48
2021-12-31 $856k 16k 55.17
2021-09-30 $884k 16k 56.97
2021-06-30 $3.0M 53k 57.10
2021-03-31 $3.0M 53k 57.12
2020-12-31 $3.1M 52k 58.56
2020-09-30 $3.0M 52k 58.19
2020-06-30 $3.0M 52k 57.72
2020-03-31 $2.9M 52k 56.26
2019-12-31 $3.0M 52k 56.59
2019-09-30 $3.1M 52k 58.82
2019-06-30 $3.0M 53k 57.30
2019-03-31 $2.9M 53k 55.76
2018-12-31 $3.8M 70k 54.25
2018-09-30 $3.6M 66k 54.53
2018-06-30 $3.3M 60k 54.72
2018-03-31 $3.8M 70k 54.73
2017-12-31 $3.8M 69k 54.37
2017-09-30 $3.7M 68k 54.59
2017-06-30 $3.7M 68k 54.35
2017-03-31 $3.5M 64k 54.12
2016-12-31 $320k 57k 5.60
2016-09-30 $320k 57k 5.60
2016-06-30 $3.2M 57k 55.69
2016-03-31 $152k 57k 2.66
2015-12-31 $7.2M 137k 52.38
2015-09-30 $2.9M 56k 52.38
2015-06-30 $2.9M 56k 52.38
2015-03-31 $188k 3.5k 54.09
2014-12-31 $185k 3.5k 53.16

More positions owned by Burt Wealth Advisors

Caci Intl Cl A (CACI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Bd Index Fds Intermed Term (BIV)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Msci Eafe Min Vl (EFAV)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr 0-5 Yr Tips Etf (STIP)
UnitedHealth (UNH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr National Mun Etf (MUB)

View all positions for Burt Wealth Advisors

Top funds holding Vanguard Charlotte Fds intl bd idx etf

Jpmorgan Chase & Co
Bank of America Corporation
Envestnet Asset Management
Vanguard Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Sei Investments
LPL Financial
Royal Bank of Canada
Empower Advisory Group
Assetmark
Savant Capital Management
Bank of New York Mellon
Cetera Investment Advisers
Lincoln National

View all funds holding Vanguard Charlotte Fds intl bd idx etf